VOLT Institutional Ownership
Tema Electrification ETF
1W: +2.2%
1M: +4.1%
3M: -7.3%
YTD: +23.6%
1Y: +31.8%
3Y: +1149.3%
$36.73
+0.57 (+1.58%)
Weekly Expected Move ±3.6%
$34
$35
$37
$38
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VOLT
135
Institutional Holders
+50 vs prior quarter
0.0%
Ownership
+0.00pp
288M
Total Invested
57
New Positions
52
Increased
15
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (142 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,336,409 | $49M | +529,236 | +65.6% | 4Q | SEC ↗ |
| 2 | Thrivent Financial for Lutherans | 1,133,708 | $42M | +278,274 | +32.5% | 5Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 570,153 | $21M | +384,632 | +207.3% | 4Q | SEC ↗ |
| 4 | Arrow Financial Corp | 501,273 | $18M | +37,629 | +8.1% | 3Q | SEC ↗ |
| 5 | Members Advisory Group LLC | 480,790 | $18M | +100,856 | +26.5% | 3Q | SEC ↗ |
| 6 | UBS Group AG | 316,421 | $12M | +148,728 | +88.7% | 3Q | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 302,721 | $11M | +119,218 | +65.0% | 3Q | SEC ↗ |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | 209,235 | $8M | +9,973 | +5.0% | 3Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC NEW | 196,181 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Avid Wealth Partners LLC NEW | 190,962 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 146,297 | $5M | +142,481 | +3733.8% | 3Q | SEC ↗ |
| 12 | Fortis Advisors, LLC | 127,977 | $5M | -1,497 | -1.2% | 2Q | SEC ↗ |
| 13 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 124,234 | $5M | +74,956 | +152.1% | 2Q | SEC ↗ |
| 14 | Willow Financial LLC | 117,477 | $4M | +33,626 | +40.1% | 2Q | SEC ↗ |
| 15 | Gerber Kawasaki Wealth & Investment Ma | 110,284 | $4M | +25,905 | +30.7% | 3Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC NEW | 109,210 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | San Luis Wealth Advisors LLC | 106,857 | $4M | +5,817 | +5.8% | 3Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 100,949 | $4M | +75,752 | +300.6% | 3Q | SEC ↗ |
| 19 | CAPTRUST FINANCIAL ADVISORS | 89,246 | $3M | +17,870 | +25.0% | 5Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 84,433 | $3M | +19,078 | +29.2% | 6Q | SEC ↗ |
| 21 | SAXON INTERESTS, INC. | 81,670 | $3M | +49,165 | +151.3% | 2Q | SEC ↗ |
| 22 | Torrey-Payne Wealth Management, LLC | 80,411 | $3M | +5,514 | +7.4% | 3Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 80,215 | $3M | -45,576 | -36.2% | 3Q | SEC ↗ |
| 24 | Stratos Wealth Partners, LTD. | 61,097 | $2M | +30,207 | +97.8% | 3Q | SEC ↗ |
| 25 | IAM Advisory, LLC | 53,763 | $2M | +2,160 | +4.2% | 2Q | SEC ↗ |
| 26 | CHANNEL WEALTH LLC NEW | 51,698 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP | 47,202 | $2M | +5,061 | +12.0% | 7Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 46,048 | $2M | -8,765 | -16.0% | 6Q | SEC ↗ |
| 29 | Arkadios Wealth Advisors NEW | 44,886 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Per Stirling Capital Management, LLC. | 43,196 | $2M | +24,404 | +129.9% | 2Q | SEC ↗ |
| 31 | AVAII WEALTH MANAGEMENT, LLC | 42,155 | $2M | +9,762 | +30.1% | 2Q | SEC ↗ |
| 32 | MGO ONE SEVEN LLC NEW | 42,053 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Perennial Investment Advisors, LLC | 41,962 | $2M | +18,207 | +76.6% | 2Q | SEC ↗ |
| 34 | Outlook Wealth Advisors, LLC | 41,750 | $2M | -25 | -0.1% | 3Q | SEC ↗ |
| 35 | FreeGulliver LLC NEW | 41,592 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Teamwork Financial Advisors, LLC | 41,436 | $2M | +1,407 | +3.5% | 2Q | SEC ↗ |
| 37 | Benson Wealth Management INC NEW | 40,797 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Brookstone Capital Management | 39,068 | $1M | +3,702 | +10.5% | 3Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 38,219 | $1M | +38,019 | +19009.5% | 3Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 37,910 | $1M | -2,756 | -6.8% | 2Q | SEC ↗ |
| 41 | Arax Advisory Partners | 37,693 | $1M | +35,990 | +2113.3% | 6Q | SEC ↗ |
| 42 | Mezzasalma Advisors, LLC NEW | 37,245 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Old Port Advisors NEW | 37,178 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | PINNACLE ASSOCIATES LTD | 36,233 | $1M | +3,650 | +11.2% | 2Q | SEC ↗ |
| 45 | Unique Wealth Strategies, LLC | 34,287 | $1M | -18,931 | -35.6% | 3Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 32,778 | $1M | +13,438 | +69.5% | 2Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 31,937 | $1M | -136,519 | -81.0% | 3Q | SEC ↗ |
| 48 | PCG Wealth Advisors, LLC | 30,407 | $1M | +1,085 | +3.7% | 2Q | SEC ↗ |
| 49 | Kingsview Wealth Management, LLC NEW | 28,350 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Apollon Wealth Management, LLC | 26,922 | $989K | +13,422 | +99.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 196,181 | $7M |
| Avid Wealth Partners LLC | 190,962 | $7M |
| Janney Montgomery Scott LLC | 109,210 | $4M |
| CHANNEL WEALTH LLC | 51,698 | $2M |
| Arkadios Wealth Advisors | 44,886 | $2M |
| MGO ONE SEVEN LLC | 42,053 | $2M |
| FreeGulliver LLC | 41,592 | $2M |
| Benson Wealth Management INC | 40,797 | $1M |
| Mezzasalma Advisors, LLC | 37,245 | $1M |
| Old Port Advisors | 37,178 | $1M |
| Kingsview Wealth Management, LLC | 28,350 | $1M |
| Balboa Wealth Partners | 25,003 | $918K |
| Lido Advisors, LLC | 19,175 | $704K |
| HIGHLINE WEALTH PARTNERS LLC | 16,551 | $608K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 16,266 | $597K |
| WEDBUSH SECURITIES INC | 15,510 | $570K |
| UNIQUE WEALTH, LLC | 15,068 | $553K |
| APS Management Group, Inc. | 14,107 | $518K |
| SILVER OAK SECURITIES, INCORPORATED | 13,974 | $513K |
| Joseph P. Lucia & Associates, LLC | 12,728 | $467K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 52,518 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 30,522 | $1M |
| INTERNATIONAL ASSETS INVESTMENT MAN | 700 | $26K |
| Western Wealth Management, LLC | 327 | $12K |
| MAI Capital Management | 115 | $4K |
| Parallel Advisors, LLC | 75 | $3K |
| Global Wealth Strategies & Associat | 42 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +529,236 | +65.6% | 1,336,409 |
| HighTower Advisors, LLC | +384,632 | +207.3% | 570,153 |
| Thrivent Financial for Lutherans | +278,274 | +32.5% | 1,133,708 |
| UBS Group AG | +148,728 | +88.7% | 316,421 |
| JPMORGAN CHASE & CO | +142,481 | +3733.8% | 146,297 |
| Baird Financial Group, Inc. | +119,218 | +65.0% | 302,721 |
| Members Advisory Group LLC | +100,856 | +26.5% | 480,790 |
| COMMONWEALTH EQUITY SERVICES, LLC | +75,752 | +300.6% | 100,949 |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | +74,956 | +152.1% | 124,234 |
| SAXON INTERESTS, INC. | +49,165 | +151.3% | 81,670 |
| NewEdge Advisors, LLC | +38,019 | +19009.5% | 38,219 |
| Arrow Financial Corp | +37,629 | +8.1% | 501,273 |
| Arax Advisory Partners | +35,990 | +2113.3% | 37,693 |
| Willow Financial LLC | +33,626 | +40.1% | 117,477 |
| Stratos Wealth Partners, LTD. | +30,207 | +97.8% | 61,097 |
| Gerber Kawasaki Wealth & Investment | +25,905 | +30.7% | 110,284 |
| Per Stirling Capital Management, LL | +24,404 | +129.9% | 43,196 |
| STIFEL FINANCIAL CORP | +19,078 | +29.2% | 84,433 |
| Perennial Investment Advisors, LLC | +18,207 | +76.6% | 41,962 |
| CAPTRUST FINANCIAL ADVISORS | +17,870 | +25.0% | 89,246 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -136,519 | -81.0% | 31,937 |
| Kestra Advisory Services, LLC | -45,576 | -36.2% | 80,215 |
| Unique Wealth Strategies, LLC | -18,931 | -35.6% | 34,287 |
| Equitable Holdings, Inc. | -10,277 | -62.5% | 6,160 |
| ENVESTNET ASSET MANAGEMENT INC | -8,765 | -16.0% | 46,048 |
| HARBOUR INVESTMENTS, INC. | -6,608 | -90.2% | 718 |
| Advisory Services Network, LLC | -2,756 | -6.8% | 37,910 |
| Fortis Advisors, LLC | -1,497 | -1.2% | 127,977 |
| OSAIC HOLDINGS, INC. | -1,010 | -44.5% | 1,258 |
| US BANCORP \DE | -358 | -50.6% | 350 |
| Corient Private Wealth LP | -192 | -2.6% | 7,300 |
| Outlook Wealth Advisors, LLC | -25 | -0.1% | 41,750 |